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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1976
Manuka Financial
Virginia
$918K
SAM
1977
SP Asset Management
California
$916K -$87.1K -253 -9%
CC
1978
Courier Capital
New York
$916K -$114K -331 -11%
PAM
1979
Peak Asset Management
Colorado
$913K -$56.1K -163 -6%
KIM
1980
Kane Investment Management
California
$912K +$36.1K +105 +4%
PL
1981
Plancorp LLC
Missouri
$910K +$5.16K +15 +0.6%
EPIME
1982
Evelyn Partners Investment Management (Europe)
$902K
ACA
1983
Atlas Capital Advisors
Wyoming
$901K -$245K -713 -21%
AIM
1984
Aigen Investment Management
New York
$900K +$916K +2,663 New
WAM
1985
WNY Asset Management
New York
$899K +$916K +2,662 New
SH
1986
SLT Holdings
Arizona
$899K +$72.3K +210 +9%
RAG
1987
RIA Advisory Group
Iowa
$894K -$47.1K -137 -5%
OWA
1988
Opal Wealth Advisors
New York
$894K -$1.38K -4 -0.2%
WA
1989
WESPAC Advisors
California
$894K
CFAM
1990
Center For Asset Management
Florida
$892K +$21.3K +62 +2%
SFO
1991
Stokes Family Office
Louisiana
$892K -$610K -1,772 -40%
TWM
1992
Triton Wealth Management
Arizona
$890K +$62.3K +181 +8%
GA
1993
Goldstein Advisors
Wisconsin
$887K +$17.9K +52 +2%
AWAU
1994
Alliance Wealth Advisors (Utah)
Utah
$887K +$1.72K +5 +0.2%
LI
1995
LMCG Investments
Massachusetts
$886K -$173K -504 -16%
CA
1996
Crewe Advisors
Utah
$885K +$693K +2,015 +333%
KJHP
1997
K.J. Harrison & Partners
Ontario, Canada
$882K
BONST
1998
Bank of Nova Scotia Trust
Ontario, Canada
$880K +$261K +758 +41%
EA
1999
Everpar Advisors
Oklahoma
$880K +$44K +128 +5%
SPW
2000
Signet Private Wealth
Illinois
$880K +$36.8K +107 +4%